Meet Our Team
Where do you want to go? We'll get there, together.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Recent Baird Recognition for Theresa!
We would like to congratulate Theresa again on being announced as one of the top Women Advisors at Baird. And, as well, be chosen to attend the Barron's Summit for Women Advisors this year!

New Hire News from the Daily Sentinel!
• Mike Goff – Client assistant, Flemma Group
Goff joins the Flemma Group at Baird as a client associate after working for BNY Mellon for more than 20 years. He is extremely excited to bring his extensive service and technical skills to his new position and is thrilled to start this new chapter in his career.
“We are delighted to have Mike join our team and firmly believe his skills and enthusiasm will be an asset in providing our clients with the high level of service we strive to deliver,” said Theresa Flemma, managing director at Baird.
Words of Wisdom
"The reality is, it’s time in the market, not timing the market."
- Keith Banks

Welcome to the family!
When you work with us, you're part of our family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.


We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.